In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds. \n\nView the presentation slides here:\nhttps://nucleuswealth.com/wp-content/uploads/2022/04/Its-Bond-Contrarian-Bond.pdf\n\nAgenda: \n \nMovements in bond yields\nGlobal tightening, fiscal and monetary\nEuropean economy, war and energy shock\nChinese economy, property bust and COVID shock\nUS economy, inflation and interest rate shock\nSpanish Flu analogy\nImplications for markets\n\n\nTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast\nGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast\nLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast\n\nFind us on social media: \nhttps://www.facebook.com/NucleusWealth\nhttps://twitter.com/NucleusWealth\nhttps://www.linkedin.com/company/nucleuswealth/\n\nNucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/\n\nThe information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796